Aptus Capital Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Aptus Capital Advisors’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$715K	Sell	15,713 -4,600	-23%	-$257K	﹤0.01%	696
2026 Q1	$1.07M	Buy	20,313 +6,355	+46%	+$378K	0.01%	570
2025 Q4	$954K	Buy	13,958 +85	+0.6%	+$6.66K	0.01%	596
2025 Q3	$1.25M	Sell	13,873 -5,000	-26%	-$450K	0.01%	515
2025 Q2	$1.6M	Buy	18,873 +46	+0.2%	+$3.58K	0.01%	457
2025 Q1	$1.23M	Buy	18,827 +7	+0%	+$516	0.01%	470
2024 Q4	$1.39M	Buy	+18,820	New	+$1.24M	0.01%	458

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Aptus Capital Advisors's GBTC Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 23% in Q2 2026, selling an estimated $257K and leaving 15,713 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Aptus Capital Advisors first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q2 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Aptus Capital Advisors held 15,713 shares of Grayscale Bitcoin Trust worth $715K as of Q2 2026.
Aptus Capital Advisors sold 4,600 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $257K.
Grayscale Bitcoin Trust made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #696 holding.
Aptus Capital Advisors first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Aptus Capital Advisors's Grayscale Bitcoin Trust position peaked at $1.6M in Q2 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.